Jay S.

Jay Skaalen, CFA, CFP®, is a Principal, Investment Analyst, and Portfolio Manager at Osborne Partners Capital Management, LLC, based in San Francisco, CA. In this role, he is a key member of the Investment Management Team, where he leads research and portfolio management across all asset classes for high net worth individuals, institutions, private foundations, and non-profits.

Jay's specific expertise spans multi-asset class portfolio construction, with research and investment responsibilities that include equities, fixed income, real assets, and alternative investments. Before joining Osborne Partners in 2013, he served as a Portfolio Manager at Wells Fargo and contributed as a member of their National Equity Research Team, in addition to earlier roles in corporate finance and investor relations at Qualcomm.

He holds a Bachelor of Science degree in Finance and Accounting from California Polytechnic State University-San Luis Obispo and is both a CFA Charterholder and CERTIFIED FINANCIAL PLANNER™ professional. Jay is actively involved in the CFA Society San Francisco and CFA Institute, reflecting his commitment to industry leadership and professional standards.